CIK: 0001532292
Total reported value
$2.2B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | ETF-Other | 42.75% | -0.90% | +3.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 38.73% | -1.38% | +2.99% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 18.52% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | -7.9% | +2.99% | Add |
| 2 | MDY | State Street Spdr S&p Midcap | -10.6% | +3.58% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |